Abound Wealth Management Purchases in Q2 2025

Abound Wealth Management

  • $354 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
64.9K
+ 474.74%
$228.25 - $285.3 $14.8M - $18.5M
78.5K $22.4B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
13.1K
+ 3.51%
$90.56 - $109.49 $1.19M - $1.44M
387K $42.3B
VB
Vanguard Small Cap ETF

ETFs
8.11K
+ 14.14%
$193.73 - $237.37 $1.57M - $1.93M
65.5K $15.5B
ITOT
Ishares Core S&P Total U.S. St

ETFs
17.9K
+ 96.06%
$108.12 - $135.04 $1.94M - $2.42M
36.6K $4.94B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.69K
+ 6.39%
$456.74 - $568.03 $771K - $959K
28.1K $16B
SCHX
Schwab Strategic Tr Us Large C

ETFs
17.7K
+ 2.3%
$19.6 - $24.44 $346K - $432K
785K $19.2B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
16.8K
+ 4.33%
$96.84 - $99.46 $1.63M - $1.67M
406K $40.2B
SCHA
Schwab Strategic Tr Us Small C

ETFs
63.3K
+ 87.37%
$20.42 - $25.3 $1.29M - $1.6M
136K $3.43B
IEFA
Ishares Tr

ETFs
10.5K
+ 10.44%
$67.83 - $84.09 $715K - $886K
111K $9.31B
AVGO
Broadcom Inc.

Technology
28
+ 0.22%
$146.29 - $275.65 $4.1K - $7.72K
12.6K $3.48B
MUB
Ishares National Muni Bond ETF

ETFs
10.5K
+ 68.17%
$102.31 - $105.8 $1.07M - $1.11M
25.8K $2.7B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.37K
+ 5.95%
$39.89 - $49.46 $294K - $364K
131K $6.5B
MSFT
Microsoft Corp

Technology
391
+ 6.94%
$354.56 - $497.45 $139K - $195K
6.02K $3B
SPY
Spdr S&P 500 ETF Trust

ETFs
420
+ 6.94%
$496.48 - $617.85 $209K - $259K
6.47K $4B
Fidelity Wise Origin Bitcoin
45
+ 0.17%
N/A
25.8K $2.43B
QQQ
Invesco Qqq Trust, Series 1

ETFs
466
+ 15.14%
$416.06 - $551.64 $194K - $257K
3.54K $1.95B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
18.1K
+ 42.2%
$17.76 - $22.1 $322K - $400K
61.1K $1.35B
AMZN
Amazon Com Inc

Consumer Cyclical
737
+ 7.35%
$167.32 - $223.3 $123K - $165K
10.8K $2.36B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
17K
+ 175.76%
$19.1 - $23.83 $325K - $406K
26.7K $637M
META
Meta Platforms, Inc.

Communication Services
149
+ 7.83%
$484.66 - $738.09 $72.2K - $110K
2.05K $1.51B
GOOG
Alphabet Inc.

Communication Services
1.62K
+ 33.65%
$146.58 - $180.01 $237K - $291K
6.43K $1.14B
ZION
Zions Bancorporation, National Association

Financial Services
7.31K
New
$41.39 - $51.94 $303K - $380K
7.31K $380M
MO
Altria Group, Inc.

Consumer Defensive
6.23K
+ 7328.24%
$55.56 - $60.91 $346K - $379K
6.31K $370M
NFLX
Netflix Inc

Communication Services
130
+ 34.76%
$855.86 - $1339.13 $111K - $174K
504 $675M
GOOGL
Alphabet Inc.

Communication Services
1.23K
+ 30.64%
$144.7 - $178.6 $178K - $219K
5.24K $923M
JPM
Jpmorgan Chase & CO

Financial Services
162
+ 4.9%
$210.28 - $289.91 $34.1K - $47K
3.47K $1B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.89K
+ 1253.87%
$48.13 - $49.85 $187K - $194K
4.2K $206M
FNDX
Schwab Fundamental U S Large C

ETFs
7.09K
+ 45.07%
$20.84 - $24.54 $148K - $174K
22.8K $560M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.95K
New
$79.56 - $82.92 $155K - $162K
1.95K $162M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
304
+ 11.75%
$171.4 - $227.1 $52.1K - $69K
2.89K $657M
SOXL
Direxion Daily Semiconductor B

ETFs
5.4K
New
$8.25 - $25.2 $44.6K - $136K
5.4K $136M
ADBE
Adobe Inc.

Technology
349
+ 254.74%
$340.0 - $420.68 $119K - $147K
486 $188M
FNDE
Schwab Fundamental Emerging Mk

ETFs
3.96K
+ 324.43%
$26.66 - $33.09 $106K - $131K
5.18K $171M
VUG
Vanguard Growth ETF

ETFs
185
+ 25.31%
$329.49 - $438.4 $61K - $81.1K
916 $401M
FNDC
Schwab Fundamental Intl Small

ETFs
2.81K
+ 156.86%
$32.97 - $42.05 $92.8K - $118K
4.61K $194M
TGTX
Tg Therapeutics, Inc.

Healthcare
3.5K
+ 43725.0%
$33.37 - $45.51 $117K - $159K
3.51K $126M
VTV
Vanguard Value ETF

ETFs
620
+ 28.09%
$153.67 - $176.74 $95.3K - $110K
2.83K $500M
CRWD
Crowd Strike Holdings, Inc.

Technology
134
+ 45.58%
$321.63 - $509.31 $43.1K - $68.2K
428 $218M
FNDA
Schwab Fundamental U S Small C

ETFs
3.32K
+ 64.68%
$23.85 - $28.69 $79.1K - $95.1K
8.44K $242M
FNDF
Schwab Fundamental Intl Large

ETFs
2K
+ 58.6%
$32.25 - $40.02 $64.4K - $79.9K
5.4K $216M
TTD
Trade Desk, Inc.

Technology
810
+ 42.83%
$45.27 - $79.4 $36.7K - $64.3K
2.7K $194M
Arista Networks Inc
788
+ 217.08%
N/A
1.15K $118M
TT
Trane Technologies PLC

Industrials
196
+ 725.93%
$315.21 - $437.41 $61.8K - $85.7K
223 $97.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.03K
New
$77.94 - $79.5 $80K - $81.6K
1.03K $81.6M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.58K
New
$48.46 - $50.2 $76.4K - $79.2K
1.58K $78.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
570
+ 16.08%
$72.96 - $90.39 $41.6K - $51.5K
4.12K $368M
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.57K
+ 116.88%
$32.41 - $42.59 $50.9K - $67K
2.92K $124M
QJUN
First Tr ETF
2.3K
New
$24.35 - $29.57 $56K - $68K
2.3K $68M
BMY
Bristol Myers Squibb CO

Healthcare
1.52K
+ 499.67%
$44.12 - $59.6 $67.2K - $90.8K
1.83K $84.7M
Activity Summary
Buys All Purchases 321 New Holdings 86 Increased Positions 235 Sells All Sells 257 Reductions 256 Sold out 1 Options Calls 0 Puts 0
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